弘则研究 云服务调研 20250604 摘要 公司公有云业务主要份额由华为云占据，年营收约七八千万元，其他云 服务商如腾讯云、火山引擎和天翼云年营收均在 1,000 万元左右，线下 数据中心业务年收入约 2000-3,000 万元。 自 2024 年底豆包爆火以来，客户对 AI 技术兴趣显著增加，企业开始关 注如何将 AI 能力应用于自身业务，并积极探索和实施 AI 解决方案，大 模型在公有云及私有化部署方面受到广泛关注。 2025 年大部分客户预算有所增长，尤其在 AI 探索和大模型部署方面， 即使整体 IT 预算缩减，仍有客户预留数百万至千万预算用于购买显卡和 部署业务，或选择公有云按 token 调用方式。 国内市场上，公有云接受程度提高，按 token 计费模式降低企业前期成 本，除数据敏感型央企国企外，多数客户倾向使用公有云，60%-70% 的客户采用公有云托管计费模式。 AI 应用场景落地过程中定制化开发需求比例较低，不到 10%，主要依赖 标准产品，客户多自行开发或寻求外部帮助进行二次开发，表明推广 AI 价值主要依赖标准产品。 Q&A 请介绍一下广州阿云信息技术有限公司的基本情况，包括业务规模 ...

Company Overview - SPS Commerce, Inc. is a leader in retail supply chain cloud services, connecting trading partners globally to optimize supply chain operations for retail partners [2] - The company supports over 50,000 recurring revenue customers across various sectors including retail, grocery, distribution, supply, manufacturing, and logistics [2] - SPS Commerce has achieved 97 consecutive quarters of revenue growth, indicating strong financial performance [2] Upcoming Events - Management will present at the 1st Annual D.A. Davidson Technology & Consumer Conference on June 10, 2025, at 2:40 PM C.T. [1] - A webcast of the presentation will be available on the company's investor relations website [1]

Core Viewpoint - Nvidia has seen significant returns, climbing over 800% from the start of 2023, driven by soaring demand for AI products and services, with the AI market expected to exceed $2 trillion in the coming years [1] Group 1: Investment Insights - Some of the world's top investors are currently favoring Amazon over Nvidia as an attractive AI investment [2] - Billionaires David Tepper, Philippe Laffont, and Stephen Mandel Jr. have significant positions in Amazon, indicating strong confidence in its potential within the AI sector [6][5] - Tepper holds 2,510,000 shares of Amazon, representing 5.7% of his $8.3 billion portfolio; Laffont holds 10,753,808 shares, making up 9.02% of his $22 billion portfolio; Mandel has 4,352,740 shares, accounting for 7.15% of his $11 billion fund [6] Group 2: Amazon's AI Position - Amazon is not only a leader in e-commerce but is also becoming a significant player in AI, utilizing technology to enhance its operations and offering AI products through Amazon Web Services (AWS) [9][10] - AWS has achieved a $117 billion annual revenue run rate, showcasing substantial growth from its AI initiatives [10] - As the leading cloud services provider, AWS is well-positioned to support businesses in developing AI projects, providing essential resources and services [11] Group 3: Future Growth Potential - The ongoing AI buildout is expected to benefit AWS as more customers integrate AI into their operations [12] - Amazon has a proven track record of earnings growth and resilience during economic challenges, having successfully revamped its cost structure in response to inflation [12] - The combination of Amazon's established e-commerce and cloud businesses provides a secure investment opportunity, appealing to both cautious and aggressive investors [13]

SHENZHEN, China, June 02, 2025 (GLOBE NEWSWIRE) -- Xunlei Limited ("Xunlei" or the "Company") (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced that it has closed the acquisition of Shanghai Kuanghui Network Technology Co., Ltd. ("Kuanghui", also known as Shanghai Kuanghui Internet Technology Co., Ltd.), which operates Hupu, a leading sports media and data platform in China. Pursuant to the terms of the definitive agreement between Xunlei and Kuanghu ...

LAS VEGAS, NV, May 27, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today announced that its founder and CEO Chris Pavlovski will interview Donald Trump Jr., host of Triggered, a Rumble exclusive podcast and board member of Trump Media & Technology Group (NASDAQ: DJT), live on stage at the Bitcoin 2025 conference in Las Vegas. The conversation is titled “Uncancelable: Bitcoin, Rumble & Free Speech,” and will be live-streamed on Tuesday, May 27, 2025 a ...

Want to hear a staggering number? Here it is: 208,300%. That's roughly the gain that Amazon (AMZN -1.33%) has delivered since its initial public offering (IPO) on May 15, 1997. If you had invested $10,000 in the stock back then and held on for the wild ride, you'd have a whopping $20.8 million today. Amazon won't be able to generate the kind of sizzling growth in the future as it did when the company was still a rising star. However, that doesn't mean this stock can't still make investors a lot of money. I ...

Warren Buffett took control of Berkshire Hathaway in 1965 and turned the textile mill into a holding company. He promptly diversified into insurance to create a steady stream of investable cash in the form of premium payments. Buffett used that capital to buy stocks and acquire businesses, turning Berkshire into a trillion-dollar company in the process. Billionaire Bill Ackman wants to recreate that success with Howard Hughes Holdings. His hedge fund had $1.4 billion invested in the stock as of March, and A ...

Bit Digital (BTBT) Q1 2025 Earnings Call May 16, 2025 10:00 AM ET Company Participants Cameron Schnier - Head of Investor RelationsSamir Tabar - Chief Executive OfficerErke Huang - CFO & DirectorBenjamin Lamson - Head of RevenueBilly Krassakopoulos - CEOMike Grondahl - Head of Equities & Director of Research Conference Call Participants George Sutton - Partner & Senior Research AnalystBrian Dobson - Managing Director & Senior Research AnalystNick Giles - Senior Research AnalystJoe Gomes - Senior Generalist ...

"This year will be pivotal for Xunlei, marked by the strategic acquisition of Hupu and proactive exploration of corporate development initiatives aimed at diversifying revenue streams to achieve sustainable growth in both top-line and bottom-line. Supported by our strong capital structure and ample financial liquidity, we remain committed to delivering value to users while harnessing our outstanding technological capabilities and operational expertise to capitalize on AI-driven applications and other new op ...

英伟达支持的云服务初创公司CoreWeave美股盘前跌近9%，公司因加速AI投资计划导致利润下滑。 ...